PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$8.05M
3
+$7.08M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.49M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.73M

Top Sells

1
+$11.6M
2
+$9.49M
3
+$8.73M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.13M
5
AGN
Allergan plc
AGN
+$3.04M

Sector Composition

1 Financials 10.29%
2 Technology 9.98%
3 Healthcare 8.37%
4 Industrials 6.55%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
300
427
$1K ﹤0.01%
10
428
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40
429
$1K ﹤0.01%
200
430
$1K ﹤0.01%
29
431
$1K ﹤0.01%
54
432
$1K ﹤0.01%
+38
433
$1K ﹤0.01%
25
434
$1K ﹤0.01%
20
435
$1K ﹤0.01%
100
436
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-250
437
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-820
438
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439
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440
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441
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442
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443
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445
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446
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447
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448
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449
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450
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-8,118
16 17
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19 20